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SMAR

Smartsheet Inc.

Delisted

SMAR was delisted on the 21st of January, 2025.

233 hedge funds and large institutions have $3.14B invested in Smartsheet Inc. in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $19.1M

68% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 53

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

5% more funds holding

Funds holding: 221233 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

24% less capital invested

Capital invested by funds: $4.14B → $3.14B (-$992M)

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
5.11%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
62
Increased
89
Reduced
53
Closed
49
Calls
$43.6M
Puts
$19.1M
Net Calls
+$24.6M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
251
Stifel Financial
Missouri
-$1.8M -37,174 Closed
LCG
252
Lisanti Capital Growth
New York
-$1.79M -36,910 Closed
EI
253
EAM Investors
California
-$1.54M -31,776 Closed
TI
254
Trexquant Investment
Connecticut
-$1.44M -29,806 Closed
USAA
255
United Services Automobile Association
Texas
-$1.43M -29,597 Closed
IFWM
256
Institute for Wealth Management
Colorado
-$1.35M -27,970 Closed
Parallax Volatility Advisers
257
Parallax Volatility Advisers
California
-$1.16M -24,383 Closed
CC
258
Cipher Capital
New York
-$1.14M -23,522 Closed
HPWM
259
Highland Private Wealth Management
Washington
-$958K -19,787 Closed
FFG
260
Frisch Financial Group
New York
-$929K -19,198 Closed
IR
261
Invictus RG
Bermuda
-$760K -15,704 Closed
CCFM
262
Clear Creek Financial Management
Washington
-$706K -14,596 Closed
SI
263
Stephens Inc
Arkansas
-$695K -14,357 Closed
PI
264
PEAK6 Investments
Illinois
-$680K -14,279 Closed
RJA
265
Raymond James & Associates
Florida
-$494K -10,200 Closed
BRWA
266
B. Riley Wealth Advisors
Florida
-$422K -8,700 Closed
GAM
267
Gotham Asset Management
New York
-$337K -6,953 Closed
Envestnet Asset Management
268
Envestnet Asset Management
Illinois
-$325K -6,716 Closed
Canada Life
269
Canada Life
Manitoba, Canada
-$307K -6,375 Closed
JG
270
Jefferies Group
New York
-$290K -6,000 Closed
KC
271
KCL Capital
New York
-$271K -5,600 Closed
QC
272
Quadrature Capital
United Kingdom
-$270K -5,592 Closed
PCM
273
Pentwater Capital Management
Florida
-$242K -5,000 Closed
Commonwealth Equity Services
274
Commonwealth Equity Services
Massachusetts
-$224K -4,642 Closed
DADC
275
D.A. Davidson & Co
Montana
-$207K -4,276 Closed

SMAR Hedge Fund Activity: Q3 2019 in Review

233 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2019, worth a combined $3.14B — down 24% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SMAR positions and 49 closed out — a net gain of 13 holders — while 89 added to existing stakes and 53 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $154M. The largest seller was Insight Holdings Group, exiting entirely with an estimated $500M sold.

  • 233 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2019, up from 221 in Q2 2019.
  • Funds reported $3.14B of Smartsheet Inc. stock for Q3 2019, down 24% quarter-over-quarter.
  • 62 funds opened new Smartsheet Inc. positions in Q3 2019 and 49 closed out, a net change of +13 holders.
  • The largest Smartsheet Inc. buyer in Q3 2019 was First Trust Advisors, an estimated $154M added.
  • The largest Smartsheet Inc. seller in Q3 2019 was Insight Holdings Group, an estimated $500M sold.

Based on aggregated 13F filings for Q3 2019.